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DB Wealth Management
David Bilka, CFP®
President
352-728-6789
dbilka@royalaa.com
Welcome

At DB Wealth Management, we can help.

The hallmark of our firm is educating, providing trusted advice, and first-class service to our clients. Regardless of how simple or complex your financial situation, we put you at the center to ensure that your plans accurately reflect your unique vision and values.

By design, we are an independent firm allowing us to serve clients with objective advice.  We are small enough to offer you the personalized service that you're looking for, yet large enough to have access to a wide variety of investment options.  

If you're not currently acquainted with our firm, we've established this Web site as a way for you to get to know us and understand how we can help you optimize your wealth and simplify your life.

Welcome to DB Wealth Management.  Welcome to your financial future.

Latest Video Client Alert
Newsletters
  • Mid-Year 2016: An Investment Reality Check
    Market volatility is alive and well in 2016. Low oil prices, China's slowing growth, the prospect of rising interest rates, the strong U.S. dollar, global conflicts--all
  • Q&As on Roth 401(k)s
    The Roth 401(k) is 10 years old! With 62% of employers now offering this option, it's more likely than not that you can make Roth contributions to your 401(k)
  • Finding and Claiming Forgotten Funds
    As a child, you may have dreamed about finding buried treasure, but you probably realized at an early age that it was unlikely you would discover a chest full of pirate
  • I have matured U.S. savings bonds. Are they still earning interest and, if not, can I roll them over to another savings bond?
    Once U.S savings bonds have reached maturity, they stop earning interest. Prior to 2004, you could convert your Series E or EE savings bonds for
  • How many types of government savings bonds are there, and what's the difference between them?
    While the U.S. government has issued 13 types of savings bonds, there are currently only two series available for purchase through the U.S. Treasury
    
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Securities, insurance & advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC and a registered investment adviser. DB Wealth Management, LLC is not affiliated with Royal Alliance Associates, or registered as a broker-dealer or an investment adviser.



This communication is strictly intended for individuals residing in the state(s) of FL, NE and OH. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.